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Wealth Manager

Brevere Group
Posted 14 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an experienced Wealth Manager specializing in holistic Financial Planning for High Net Worth (HNW) clients.
  • Candidates should have a minimum of several years of experience in Wealth Management, IFA, or Private Banking, and must have achieved Chartered Status.
  • The role involves contributing to the growth of the firm and providing comprehensive financial advice across various planning areas.
  • Full support will be provided in administrative, technical, Paraplanning, marketing, and compliance aspects to ensure excellent client service.
  • The salary for this position is competitive, commensurate with experience, and will be discussed during the interview process.

Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that can offer you introductions to enable you to build your portfolio? If the answer to these questions is yes, we would like to speak to you.

Our client is an innovative and expanding Wealth Management firm who are seeking to increase their offering to HNW Clients. They focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools. Your role will be to play a major part in this growth and provide ideas and guidance on the future direction of the business. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver first class advice and service to Clients.

The successful applicant will be a skilled Wealth Manager who has a proven track record in holistic Financial Planning gained within a Wealth Management Firm, IFA or Private Bank. You will have achieved Chartered Status and be able to demonstrate in depth technical skills covering Retirement, Investment, Estate and Tax Planning.

This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.

Wealth Management, Wealth Manager, IFA, Private Bank, Pensions, Investments, Estate Planning, IHT

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.